根据IQVIACHPA最新数据，2024年，膦甲酸钠注射剂于中国境内(不包括港澳台地区)的销售额约为人 民币8,640万元。 该药品本次获批上市，将进一步丰富本集团产品线。 复星医药（600196）(02196)发布公告，近日，上海复星医药(集团)股份有限公司(以下简称"本公司")控 股子公司桂林南药股份有限公司就膦甲酸钠注射液(以下简称"该药品")的药品注册申请获国家药品监督 管理局批准，本次获批适应症为用于治疗(1)艾滋病(AIDS)患者巨细胞病毒性视网膜炎、(2)免疫功能损 害患者耐阿昔洛韦单纯疱疹病毒性皮肤粘膜感染。 截至2025年11月，本集团(即本公司及控股子公司/单位，下同)现阶段针对该药品累计研发投入约为人民 币498万元(未经审计)。 ...

Core Viewpoint - Fosun Pharma's subsidiary, Guilin Pharmaceutical Co., has received approval from the National Medical Products Administration for the registration of Foscarnet Sodium Injection, expanding its product line and addressing specific medical needs [1] Group 1: Product Approval - The approved indications for Foscarnet Sodium Injection include treatment for (1) cytomegalovirus retinitis in AIDS patients and (2) acyclovir-resistant mucocutaneous infections in immunocompromised patients [1] Group 2: Financial Investment - As of November 2025, the total R&D investment for this drug by the group is approximately RMB 4.98 million (unaudited) [1] Group 3: Market Potential - According to IQVIA CHPA data, the sales revenue for Foscarnet Sodium Injection in mainland China (excluding Hong Kong, Macau, and Taiwan) is projected to be around RMB 86.4 million in 2024 [1]

Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02196） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 控股子公司藥品獲註冊批准的公告》，僅供參閱。 承董事會命 上海復星醫藥（集團）股份有限公司 董事長 陳玉卿 中國，上海 2025 年1 2 月1 0 日 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生、王可心先生及劉毅先生；本公 司之非執行董事為陳啟宇先生及潘東輝先生；本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen Penghui先生及楊玉成先生；以及本公司職工董事為嚴佳女士。 * ...

Core Insights - The collaboration between Fosun Pharma and Pfizer marks a significant milestone in the competitive landscape of GLP-1 therapies, highlighting Fosun's innovative capabilities in small molecule drug development [3][8][10] Group 1: Transaction Details - On December 9, Fosun Pharma announced a licensing agreement with Pfizer for its orally administered small molecule GLP-1 receptor agonist YP05002, granting Pfizer global rights for development, production, and commercialization [4][5] - Fosun Pharma will receive an upfront payment of up to $150 million, with potential milestone payments totaling up to $1.935 billion, along with tiered royalties post-approval [4][5] Group 2: Market Context - The GLP-1 market is experiencing intense competition, with major pharmaceutical companies actively pursuing next-generation therapies. Sales of existing GLP-1 products like semaglutide and tirzepatide have reached $25.462 billion and $24.837 billion respectively in the first three quarters of the year, indicating a strong market demand [6][7] - The collaboration signifies Fosun Pharma's recognition in the global market, as it aligns with the trend of multinational corporations seeking innovative GLP-1 solutions [5][6] Group 3: Strategic Implications - Fosun Pharma's chairman emphasized that this partnership is a key step in the company's strategy for innovation and internationalization, aiming to address unmet clinical needs in obesity and metabolic diseases [5][8] - The deal is part of a broader trend where Fosun Pharma has secured multiple business development transactions in 2023, totaling approximately $4 billion, showcasing its diverse research capabilities [9][10]

证券代码：600196 股票简称：复星医药 编号：临 2025-195 上海复星医药（集团）股份有限公司 关于控股子公司药品获注册批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、概况 近日，上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公司 桂林南药股份有限公司就膦甲酸钠注射液（以下简称"该药品"）的药品注册申请 获国家药品监督管理局批准，本次获批适应症为用于治疗（1）艾滋病（AIDS）患 者巨细胞病毒性视网膜炎、（2）免疫功能损害患者耐阿昔洛韦单纯疱疹病毒性皮肤 粘膜感染。 二、该药品的注册信息 上海复星医药（集团）股份有限公司 药品通用名称：膦甲酸钠注射液 剂型：注射剂 规格：250ml:6g（按 CNa₃O₅P·6H₂O 计） 注册分类：化学药品 3 类 上市许可持有人：桂林南药股份有限公司 药品批准文号：国药准字 H20256094 三、该药品的研发及同类药品的市场情况 截至 2025 年 11 月，本集团（即本公司及控股子公司/单位，下同）现阶段针对 该药品累计研发投入约为人民币 498 ...

Core Viewpoint - Fosun Pharma's subsidiary, Guilin Pharmaceutical Co., has received approval from the National Medical Products Administration for the registration of sodium phosphonate injection, which is indicated for the treatment of cytomegalovirus retinitis in AIDS patients and herpes simplex virus infections in immunocompromised patients [1] Group 1 - The approved drug is sodium phosphonate injection [1] - The indications for the drug include treatment for cytomegalovirus retinitis in AIDS patients [1] - The drug is also indicated for herpes simplex virus infections in patients with immune dysfunction [1]

Core Viewpoint - Fosun Pharma (600196.SH) announced that its subsidiary, Guilin Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the drug registration application of Sodium Foscarnet Injection, which is indicated for the treatment of (1) cytomegalovirus retinitis in AIDS patients and (2) acyclovir-resistant mucocutaneous infections in immunocompromised patients [1] Group 1 - The drug approval expands the treatment options for AIDS patients suffering from cytomegalovirus retinitis [1] - The approval also addresses the needs of immunocompromised patients facing acyclovir-resistant infections [1]

Core Viewpoint - Fosun Pharma's subsidiary, Guilin Pharmaceutical Co., Ltd., received approval from the National Medical Products Administration for its sodium phosphonate injection, which is indicated for the treatment of cytomegalovirus retinitis in AIDS patients and acyclovir-resistant herpes simplex virus infections in immunocompromised patients [1] Group 1 - The approval of the sodium phosphonate injection will enhance Fosun Pharma's product line [1] - The sales performance of the newly approved drug is subject to various influencing factors, leading to uncertainty [1]

责任编辑：栎树 12月10日，复星医药A股一度涨近5%报28.8元，H股一度涨近7%报22.94港元。消息面上，公司昨晚公 告，控股子公司药友制药与辉瑞于2025年12月9日签订《许可协议》，药友制药就口服小分子胰高血糖 素样肽-1受体(GLP-1R)激动剂(包括YP05002)及含有该活性成分的产品授予辉瑞于全球范围及领域(人 类、动物所有适应症的治疗、诊断及预防)独家开发、使用、生产及商业化权利。 港股频道更多独家策划、专家专栏，免费查阅>> 药友制药将有权获得不可退还的首付款1.5亿美元及至多3.5亿美元的开发里程碑款项。此外，基于许可 产品的年度净销售额达成情况，辉瑞将向药友制药支付至多15.85亿美元的销售里程碑款项。该协议自 2025年12月9日起生效。 ...

Group 1: Important Developments - Moore Threads is set to release a new generation of GPU architecture [1] - Jiechuan Intelligent has launched an all-in-one machine product in collaboration with Moore Threads for the education sector [1] - Hengyin Technology reports that multiple banks are actively testing domestic GPU chips with a positive procurement attitude [1] - Fosun Pharma's subsidiary, Yaoyou Pharmaceutical, has signed a licensing agreement with Pfizer [1] - Unisoc's automotive domain control chip THA6 has entered mass production [1] - Xi'an Yicai expects total production capacity to exceed 1.2 million pieces per month by 2026, with products already in mass production for advanced DRAM storage chips [1] - Zhongtian Rocket is a supplier for Lingkong Tianxing [1] - Holleywo has seen rapid growth in satellite testing system orders, primarily from commercial aerospace satellite manufacturers [1] - Srey New Materials' rocket engine thrust chamber products have successfully assisted Blue Arrow Aerospace's reusable launch vehicle testing [1] - Guokai Military Industry provides comprehensive support services for commercial aerospace companies, including rocket research and design [1] - Hualing Cable supplies products for Long March and Shenzhou series rockets [1] - Guanglian Aviation covers major domestic rocket models including Long March, Zhuque, and Tianlong [1] - Triangle Defense has received multiple orders for rocket structural components [1] - Zhongke Xingtou will collaborate with Zhongke Shuguang to build a space computing network [1] - Yiwan Yichuang is exploring cooperation possibilities in e-commerce and local industries with relevant business departments in Fujian Province [1] - Jiechuan Intelligent's AI electromagnetic network patrol dog has generated certain orders and revenue [1] - Huagong Technology has shipped small batch orders of 1.6T optical modules [1] Group 2: Investments & Contracts - Tongyizhong plans to invest approximately 198 million yuan to establish a 2,400-ton annual production project for ultra-high molecular weight polyethylene fibers, expanding applications in humanoid robots [2] - Longi Green Energy expects a maximum daily balance limit of 30 billion yuan for entrusted wealth management using its own funds by 2026 [2] - Xingfu Electronics intends to invest 480 million yuan to build a 40,000-ton annual electronic-grade phosphoric acid project [2] - Longjiang Transportation's subsidiary plans to invest 2.679 billion yuan in a graphite mining and selection joint project [2] Group 3: Performance - China Life's total premium income exceeded 700 billion yuan in the first 11 months of this year [3]